Wingate Wealth Management Limited
Reference number: 478923
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Quadrant House North, 61-65 Croydon Road, Caterham, Surrey, CR3 6PB, United Kingdom
In the full report: 3 background checks
- When wingatefp.com first appeared online, and whether it can receive email
- What kind of line 01883 332261 is
- Who else gives the postcode CR3 6PB
Other names (4)
If you were contacted under any of these names, it is this firm.
- Wingate Financial Planning Trading name: A name it trades under now.
- Wingate Portfolio Services Trading name: A name it trades under now.
- Wingate Trust and Estate Planning Trading name: A name it trades under now.
- Wingate Mortgage Services Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Assisting in the administration and performance of a contract of insurance
- Dealing in investments as agent
- Debt-counselling
- Making arrangements with a view to transactions in investments
- Managing investments
- Providing basic advice on stakeholder products
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 06469596 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 January 2008 (18 years old)
- Registered office
- Quadrant House North, 61-65 Croydon Road, Caterham, Surrey, CR3 6PB, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Benjamin David Clarke | Director | Dec 1969 | 10 Jan 2008 | 7 other companies |
| Alistair Neil Cunningham | Director | Jun 1979 | 10 Jan 2008 | 1 other company |
| Paul Robert Weeks | Director | Oct 1971 | 10 Jan 2008 | 5 other companies |
Other companies run by these 3 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 8
- closed down
- 3
- is FCA-registered
- 1
In the full report: all 8 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 5 companies these 3 directors run together
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£1.15m
No earlier figure to compare
Cash at bank
£1.61m
No earlier figure to compare
Owed within a year
£511k
No earlier figure to compare
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 06469596. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Wingate Wealth Management’s history from the FCA register and Companies House, newest first.
2021
16 December 2021
- Wingate Holdings Ltd became the majority owner (50–75% of shares)
Companies House
2016
6 April 2016
- Benjamin David Clarke became a part-owner (25–50% of shares)
- Paul Robert Weeks became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2008
3 March 2008
- Became authorised by the FCA
FCA register
29 February 2008
- Regulated by the Financial Services Authority from this date
FCA register
10 January 2008
- Incorporated at Companies House
Companies House
In the full report: all 20 events
- All 20 events in its history (7 shown here)
- Every director appointment and resignation: 5
Firms connected to Wingate Wealth Management
Other FCA-listed firms that share a director, phone number or address with Wingate Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 1
- share its postcode
- 4
In the full report: all 4 connected firms, named
- How each is linked: shared directors (1), the same postcode (4)
- Who links each one: the named directors, with dates
Firms like Wingate Wealth Management
Other firms of the same type (investment or fund manager), nearest first.
In the Croydon (CR) postcode area
Elsewhere in the UK
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Wingate Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 8 other companies its directors have run, named
- 3 background checks on its contact details
- All 20 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk